OneDigital

Consultant

• help people do their best work and live their best lives
• drive growth and serve clients
• cultivate and preserve a culture that celebrates diversity and inclusion
• use advanced AI technologies to enhance the recruitment process

Business Consultant

Product Manager

• Provide strategic and operational leadership for our HR technology ecosystem.
• Oversee the Systems team and have direct responsibility for HRIS platforms and integrated solutions.
• Set the product vision, ensure seamless integration across systems, and drive enhancements.
• Serve as a key partner across Operations, Sales, Implementation, and Service teams.
• Define the product strategy and roadmap for HRIS platforms and its connected solutions.
• Partner with senior leadership to identify new opportunities and ensure ROI.
• Lead, mentor, and develop the Systems team, building a culture of accountability.
• Oversee day-to-day product operations, enhancements, releases, and integrations.

Executive Director, Systems Operations – Product Management

Account Manager

• Supports Senior Benefit Consultant and Account Manager with the management of assigned book of business
• Serves in an advisory capacity for clients on day to day issues
• Reviews accuracy of client work assignments from internal service team members including but not limited to the SPR, Open Enrollment material, mid-year education campaigns
• Works closely with Senior Benefits Consultant and Account Manager to manage the renewal process
• Reviews insurance contracts and benefit summaries to ensure accuracy of sold plans
• Completes client compliance checklist and needed requirements such as 5500 filing, SBC distribution, SPD wrap document, as applicable
• Mentors other AAMs, contributes to team development, and helps implement best practices, projects, and standard operating procedures to enhance overall team performance

Senior Associate Account Manager

Growth Marketing

• Provide support for the development and execution of the region’s growth marketing initiatives to meet dynamic sales goals for the region
• Collaborate with cross-functional teams to create tailored, high-impact RFP responses, ensuring that all proposals are compelling, clear, and aligned with client needs while highlighting the company’s unique value proposition
• Maintain and update the RFP platform and library of responses, ensuring all content is organized, easily accessible, and aligned with the latest company offerings, allowing for efficient and accurate proposal development
• Lead the creation and delivery of persuasive finalist presentations, partnering closely with producers and sales teams to craft messaging that resonates with prospective clients and positions the company as the ideal partner
• Work directly with producers and sales teams to support lead generation and close sales opportunities, providing insights, data, and strategic recommendations that enhance client interactions and move prospects through the sales funnel
• Collaborate on brand awareness activities in the region, including regional growth enablement resources, growth event marketing, key market messaging and execution
• Curate regional content development and execution for all marketing channels, including media (online and print), website and social, and branded collateral
• Develop and execute regional marketing plans to support organic growth opportunities —including digital lead generation activities, content strategies, brand awareness initiatives, print collaterals, webinars, social and PR
• Support regional growth event marketing initiatives and provide consulting on event marketing best practices to offices in the region
• Collaborate with sales, client services and IT to manage, maintain, scrub and renew data used for digital marketing deliverables

Regional Growth Marketing Specialist

• Responsible for retaining clients and their existing book of business
• Oversee strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery
• Communicate OneDigital’s value proposition and latest industry trends to active clients
• Develop sophisticated benefit design and renewal strategies to address complex client issues
• Collaborate with account management and client service teams on pre-renewal strategy, RFP distribution, and open enrollment strategy

Benefits Consultant

Account Executive

• Identify, prospect and close new business via strategic brokerage relationships
• Work closely with and in partnership with Brokers and Brokerage Firms
• Close sales to achieve aggressive annual revenue goals
• Strategically nurture and cultivate prospects with sales leadership
• Build rapport and business relationships via face-to-face, phone, social media, blogs, and thought leadership
• Educate prospects on business trends, compliance, and product evolution
• Manage sales pipeline and sales activities via company database (Microsoft CRM)
• Conduct regular stewardship meetings with broker partners
• Establish carrier relationships
• Forecast opportunities and penetrate new business daily

Regional Sales Executive

Administration

• Serve as primary relationship manager for assigned client caseload
• Maintain high retention through proactive communication and service delivery
• Serve as escalation resource for complex or high-risk client issues
• Prepare, amend, and maintain plan documents
• Ensure documents are updated with regulatory and plan changes
• Perform nondiscrimination testing (ADP/ACP, top-heavy, cross-tested)
• Monitor participant eligibility, contributions, and vesting schedules
• Ensure compliance with ERISA, IRS, and DOL requirements
• Process distributions, hardship withdrawals, loans, RMDs, and QDROs
• Provide guidance and support to participants and plan sponsors
• Maintain accurate participant census and payroll data
• Reconcile contributions, employer match, and forfeitures
• Ensure timely deposits of participant contributions
• Prepare government filings (Form 5500 and related forms)
• Provide required participant notices (Safe Harbor, fee disclosures, etc.)
• Generate participant statements and communications
• Support internal and external audit processes
• Coordinate corrections for errors or non-compliance
• Collaborate with recordkeepers, custodians, payroll providers, and advisors
• Escalate and resolve complex client issues as needed

Senior Retirement Plan Administrator

Analyst

• Supports all aspects of marketing and financial analysis related to clients’ group benefit programs
• Works closely and collaboratively with Account Manager(s) and Benefits Consultant(s) to produce benefit and financial illustrations allowing clients to evaluate benefit plans
• Creates detailed reports and presentations of marketing information
• Prepares accurate market exhibits for proposal responses, quarterly and annual client meetings
• Fully completes the Request for Proposal (RFP) process
• Assists the Benefits Consultant and Account Manager with carrier negotiation process
• Reviews client utilization reports and identifies opportunities for plan design and product changes based on utilization patterns
• Develops and maintains strong working relationships with carrier partners
• Maintains accurate, current, organized and complete market information in internal databases
• Assists team and clients as necessary with special projects

Market Analyst – Employee Benefits

• Perform member enrollment audits to ensure data accuracy in cloud-based benefits administration tools
• Complete audits in response to mismatches identified and research root cause issues
• Work with carriers on retroactive, exception, or standard requests related to member-level eligibility
• Make corrections into BenAdmin system to ensure members reflect carrier enrollments
• Maintain documentation per workflows, procedures, and protocols
• Provide feedback and guidance to business stakeholders based on audit discoveries
• Serve as the single point of contact for resolution lifecycle
• Ensure protection and security of consumer personal, confidential and identifiable information according to HIPAA
• Meet or exceed department goals and complete other duties/projects as assigned

Fulfillment Resolution Analyst

• · Manages and maintains assigned book of business · Serves in an advisory capacity for clients; · Delegates work assignments to internal service team members · Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process · Manages day to day client issues · Conducts needs analysis and strategy calls · Conducts enrollment meetings as needed · Conducts regular face-to-face meetings with clients · Advises clients in reducing costs while offering competitive benefits options · Assists clients with 5500 form filings, as applicable · Assists in growing the book of business through cross-sale opportunities when available · Builds relationships with clients through proactive communications · Communicates and educates clients on latest trends, concerns and changes in the industry · Effectively and efficiently manages complex accounts and high-level service deliverables · Provides leadership within the extended service team

Senior Account Manager – Large Group

• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients and delegates work to internal service team members
• Works with Benefits Consultants and Client Executives to manage the renewal process
• Manages day-to-day client issues
• Conducts needs analysis, strategy calls, and enrollment meetings as needed
• Conducts regular face-to-face meetings with clients
• Advises clients on reducing costs while offering competitive benefits options
• Assists clients with 5500 form filings, as applicable
• Helps grow the book of business through cross-sale opportunities
• Builds relationships through proactive communications and educates clients on industry trends
• Effectively manages complex accounts and high-level service deliverables
• Provides leadership within the extended service team

• The Account Manager (AM) supports the sales and client management staff with group enrollment, renewal processes and additional administrative functions designed to improve and enhance workflows, timeliness, and client responsiveness.
• Works closely and collaboratively with the internal service teams, Benefits Consultants, Sr. Account Mangers, and/or Client Executives to ensure service deliverables meet and exceed client expectations.
• Serves as the clients’ main point of contact for service needs.
• Manages day-to-day tasks related to the development and deployment of client employee benefit packages
• Completes and/or coordinates quotes and proposals for all new and renewal business
• Assists with renewals and new business applications
• Assists with communications, follow-up and distribution of applications to carriers
• Monitor and maintain the Client D365 Mail Folder
• Collects missing information from groups and sends approval letters to clients
• Updates census, policy information and commissions for all accounts and policies in Microsoft D365
• Attaches applications to appropriate client file in Microsoft D365
• Assists in preparation for open enrollment meetings; may be asked to facilitate as needed
• Coordinates presentation materials, and processes all outgoing packages, shipments, mail, etc. for assigned book of business
• Support client relationships through the development of proactive communications
• Comfortable conducting client education and service transactions via email and telephone
• Assists clients with 5500 form filings, as applicable
• May be required to travel for training or conference, which may require overnight stay.

• Supports marketing and financial analysis for clients' group benefit programs
• Analyzes and evaluates benefits offerings, industry trends, and workforce strategy
• Creates illustrations, market exhibits, presentations, and financial deliverables
• Project-manages Request for Proposal (RFP) processes for clients
• Maintains market information and client files, source data, and renewal process documentation
• Builds and maintains relationships with carrier partners, consultants, and internal teams
• Collects, researches, audits, and interprets data for renewals and financial reporting
• Advises clients on carrier deliverables and reports findings
• Reviews and critiques peers’ deliverables
• Uses carrier reporting tools to analyze utilization and projections
• Attends client meetings and presents data findings when appropriate
• Other duties and special projects as assigned

Benefits Analyst

• Manage a book of business of commercial insurance accounts
• Develop and maintain relationships with clients
• Identify and analyze client needs
• Develop and present insurance solutions
• Negotiate and place insurance policies
• Manage client renewals
• Provide claims assistance
• Deliver an extraordinary client experience

Account Executive, P&C

Bookkeeper

• Assist in processing payroll for biweekly and monthly pay groups in Workday
• Enter and maintain OnDemand payroll records upon Management approval
• Serve as main point of contact for payroll and troubleshoot payroll-related issues
• Perform data entry tasks related to payroll and benefits
• Follow up on withholding orders and non-tax correspondence from government authorities
• Provide ad hoc payroll reporting and documentation to Finance, HR, and authorized parties
• Audit payroll data to ensure accuracy
• Communicate and work with 3rd party payroll partners as needed
• Assist with payroll tax compliance, benefits reconciliation, Workday configuration troubleshooting, and W-2/payroll year-end close process
• Additional responsibilities as assigned by management

Payroll Specialist

Sales

The Sales Support Advisor will assist assigned Producer with routing day to day activity, customer support, relationship building, and data management;Collects, enters, and maintains accurate data in D365 for Producer as assigned;Utilizes “Activities” in D365;Demonstrate effective phone skills with internal and external customers;Deliver Digital value proposition through exceptional customer service;Facilitate transfer of new clients to Implementation Services and other service teams;Handle carrier implementation for high touch clients as needed;Partner with platform and HR Tech vendors to facilitate set up;Provide customer support/direction of OneDigital support services to newly acquired clients;Gather information to assist in solving client issues;Use systems to communicate service issues;Document call volume, history, and outcomes;Train and mentor team members and market specialists;Display leadership and grow within company

Sales Support Advisor

• Day-to-day management of assigned book of business
• Serve as main point of contact for product-related service needs
• Prepare renewal submissions and assist production team
• Build relationships with clients and answer insurance questions
• Maintain client contact and issue binders, process invoices and change requests
• Process endorsements, audits, update agency systems and prepare loss summaries
• Generate ID cards, certificates of insurance and complete surplus lines filings
• Mentor and train Account Assistant and handle delegated duties
• All other duties and projects as assigned

Commercial Lines Account Manager

• OneDigital helps over 100,000 employers provide health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients; delegates work assignments to internal service team members
• Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
• Manages day-to-day client issues
• Conducts needs analysis and strategy calls
• Conducts enrollment meetings as needed
• Conducts regular face-to-face meetings with clients
• Advises clients in reducing costs while offering competitive benefits options
• Assists clients with 5500 form filings, as applicable
• Assists in growing the book of business through cross-sale opportunities when available
• Builds relationships with clients through proactive communications
• Communicates and educates clients on latest trends, concerns and changes in the industry
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Provides leadership within the extended service team

Senior Account Manager

SDET

• Build out automated flows according to requirements within D365 CE, Salesforce, and D365 F&O
• Monitor nightly automated runs and triage/document bugs and defects
• Modify and repair failing automated tests to maintain 85% suite pass rate
• Contribute to weekly sprint planning, retro meetings and QA Center of Excellence
• Understand and adhere to the QA Automation standards and best practices
• Contribute to QA Wiki and QA Documentation

QA Automation Engineer

• Overseeing all aspects of payroll tax compliance, reporting, and payment for Federal, State and Local jurisdictions
• Expertise in multi-state high volume payroll tax filing, team leadership, and process design and optimization
• Ensure accurate and timely filing and payment of all Federal, State and Local tax returns in all jurisdictions
• Oversee the preparation and submission of quarterly and annual payroll tax filings, including 941s, 940s, W2s, state, and local equivalents
• Drive a client focused tax service culture by ensuring timely resolution of tax notices and client inquiries
• Oversee client tax onboarding including POA execution, tax account registration, and system configuration
• Collaborate with client service teams to provide guidance on tax issues
• Lead efforts to minimize penalties and interest through QC and reconciliation processes
• Ensure CPEO and ESAC compliance for all PEO entities
• Lead, mentor and scale a team of U.S. tax professionals
• Collaborate with the offshore BPO team to maximize efficiency and accuracy of filing and payment
• Develop KPIs, SLAs and performance metrics for the tax operations function.
• Manage a team of 4-6 direct reports and offshore resources

Payroll Tax Manager

Customer Advocate

• Assist clients and their employees with various benefit questions which may include: Finding physicians; Understanding benefit plans; Reviewing and resolving claims; Resolving transition of care issues; Assistance with authorization/approval issues; Confirming the member cost-share under their plan; Completing annual benchmark reports; Completing annual employee survey reports; Coordinate client events such as health fairs and wellness meetings
• They will work under the direction of the Account Manager and collaboratively as part of an internal team

Client Advocate

Engineer

• Design, configure, and implement complex AV systems tailored to business and meeting requirements
• Deploy and maintain Zoom Room and Microsoft Teams Room (MTR) environments, including hardware and software integration
• Install, configure, and support AV equipment including NEAT Bars, Polycom systems, Logitech Rally, AVer cameras, projectors, sound systems, and iPad controllers, for both on premises and remotely
• Conduct advanced troubleshooting of AV and network-related issues, including audio, video, control systems, and connectivity problems, for both on premises and remotely
• Calibrate audio and video systems for optimal performance and user experience
• Provide expert technical support for live events, executive meetings, and day-to-day conferencing needs
• Mentor and guide junior engineers and technicians, providing technical leadership and training
• Lead AV projects from design through completion, ensuring timelines, budgets, and quality standards are met
• Document AV system designs, network topologies, room configurations, and support procedures
• Collaborate with IT, Facilities, and vendor partners to ensure seamless AV and IT system integration
• Stay current with emerging AV technologies, unified communications trends, and best practices

Senior A/V Engineer - Hybrid (Atlanta, GA.)

Sales Operations Manager

• Strategic partner within the sales organization; drive sales effectiveness, onboarding, CRM data integrity, and cross-functional initiatives\n• Design, maintain, and audit sales and retention reporting using CRM, Power BI and related analytics tools\n• Administer integrations between CRM, marketing automation, and other sales tools to streamline lead flow and reporting\n• Ad-hoc reporting\n• CRM & Data Management: Oversee data integrity and user support within CRM systems (e.g., D365, Salesforce, EPIC). Implement data cleansing, deduplication, segmentation, and reporting processes\n• Bridge RFP Process: Assist in the RFP process: create aesthetically formatted proposals, manage RFP 360 responses, and collaborate with internal stakeholders\n• Marketing & Technology Integration: Collaborate with Marketing on campaign execution; manage lead lists, segment audiences, track MQLs; administer prospecting tools\n• Project Management & Special Initiatives: Act as project manager for special initiatives, ensure deliverables on time; onboarding and mentoring

Sales Operations Specialist - Hybrid

• Account Manager will be a key member of the client service team, managing day-to-day service needs of mid-market clients (100-1,000 lives)\n• Partner with the lead Benefit Consultant to support renewal preparation, carrier/vendor coordination, and ongoing strategy execution\n• Serve as main point of contact for client questions, service requests, and issue resolution\n• Coordinate internal team resources to execute tasks related to plan design changes, compliance deliverables, open enrollment, and employee communication\n• Track timelines, deliverables, and open items to ensure client commitments are met with efficiency and follow-through\n• Learn and grow understanding of alternative funding models (e.g., self-funding, level-funding) to prepare for future opportunities\n• Support data gathering, benchmarking, reporting, and project management activities in partnership with internal analysts and engagement specialists\n• Build trust-based client relationships through responsiveness, accuracy, and attention to detail

Account Manager - Hybrid (Irvine, CA)

• Senior Account Manager to join OneDigital's Employee Benefits team, focused on servicing complex, high-value accounts with national reach, alternative funding arrangements, and sophisticated needs
• In this role, you’ll serve as a strategic partner to our Benefit Consultants, helping execute comprehensive benefit strategies while proactively identifying the right people, tools, and solutions to meet our clients’ evolving goals
• Essential Duties and Responsibilities include self-motivation, excellent written and verbal communication; strong organizational skills; detail-orientation; leadership capabilities; strategic client engagement; thriving in a fast-paced environment

Business Consultant

Executive Director, Systems Operations – Product Management

Senior Associate Account Manager

Regional Growth Marketing Specialist

Benefits Consultant

Regional Sales Executive

Senior Retirement Plan Administrator

Market Analyst – Employee Benefits

Fulfillment Resolution Analyst

Senior Account Manager – Large Group

Account Manager

Account Manager

Benefits Analyst

Account Executive, P&C

Payroll Specialist

Sales Support Advisor

Commercial Lines Account Manager

Senior Account Manager

QA Automation Engineer

Payroll Tax Manager

Client Advocate

Senior A/V Engineer - Hybrid (Atlanta, GA.)

Sales Operations Specialist - Hybrid

Account Manager - Hybrid (Irvine, CA)

Senior Account Manager - Hybrid (Irvine, CA)